Wealth Adviser Assistant

**VACANCY | WEALTH ADVISER ASSISTANT | PAARL, WESTERN CAPE | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage...

The Wealth Adviser Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship...

**Designation**: Wealth Adviser Assistant | Paarl, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 11 Sep 2024 **Reference Number**: POS38633 **Closing date**: 24-Sep-2024 **Position...

**Designation**: Wealth Adviser Assistant (ADP) | Paarl, Western Cape | Permanent**Category**: Adviser Development Programme**Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents**Posted by**: PSG Financial Services**Posted on**: 13 Dec 2024**Reference Number**: POS39159**Closing...

**Employee Benefits Adviser Assistant (Paarl)** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability...

**Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job...

**Western Cape** **,** **Paarl** **Our client in Paarl focuses on residential property development. They are looking for customer centric sales persons with investment skills to assist them in growing.** **A RECENT PROFESSIONAL PROFILE PHOTO MUST ACCOMPANY YOUR APPLICATION** EMPLOYMENT TYPE**:PERMANENT** SECTOR**:PROPERTY** START DATE**:A.S.A.P /...

A highly reputable Assurance, Accounting and Consulting firm is seeking to employ a competent AFS Compiler/Drafter on a fixed term contract. The firm has offices in Paarl and Centurion. The Group was founded in 2012 by a passionate Chartered Accountant with a background in wealth management and family accounting. Established in response to the high demand...

agriculture|horticulture|technical / quality manager **Duties**: Pre-season planning: - Obtain customer specifications. - Implementation and communication of product specifications to producers. - Advise on technical aspects to farming units. - Updating chemical list from various countries and customers. - Advise on chemical sprays. - Management and...

**Listing reference**: 017022**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Retail Operations**Location**:Paarl - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - Are you passionate about beauty products and helping people look and feel good? Are you...

A highly reputable Assurance, Accounting and Consulting firm is seeking to employ a competent Audit Professional on a fixed term contract. The firm has offices in Paarl and Centurion. The Group was founded in 2012 by a passionate Chartered Accountant with a background in wealth management and family accounting. Established in response to the high demand for...

The main accountabilities are the achievement of all sales targets, follow policies and procedures (stock, cash, credit vetting etc) and ensure accurate administration and customer satisfaction at all times. The key responsibilities of the role are as follows: - Adhere to _**“The Telkom Way”**_ policy to ensure excellent customer service. - Maintain...

Job description: To provide policy administrative assistance to the Adviser. **Responsibilities**: - Issuing new policies, renewals and endorsement - Prepare new business quotes - Negotiating renewal terms and preparing the renewal documentation - Checking policies before sending it to Clients - Telephone contact with Clients when they phone in with...

Sales Agents approach potential customers, conduct professional and enthusiastic sales presentations, in indicated promotional areas and inside of Feathercom pop-up/kiosks, to attract and increase business within the Feathercom channel. The main accountabilities are the achievement of all sales targets, follow policies and procedures (OHS and COVID-19,...

Responsible - Responsible for all travel related Administration and Reporting. - Research (which includes travel risks) and compares available travel and hotel accommodations to identify the best available option. - Ensure all necessary approvals are obtained prior to bookings. - Booking of all travel arrangements and reservations and providing travelers...

Sales Agents approach potential customers, conduct professional and enthusiastic sales presentations, in indicated promotional areas and inside of Feathercom pop-up/kiosks, to attract and increase business within the Feathercom channel. The main accountabilities are the achievement of all sales targets, follow policies and procedures (OHS and COVID-19,...

The main accountabilities are the achievement of all sales targets, follow policies and procedures (OHS and COVID-19, stock, cash, credit vetting etc) and ensure accurate administration and customer satisfaction at all times. The key responsibilities of the role are as follows: - Adhere to **_“The Telkom Way”_** policy to ensure excellent customer...

The main accountabilities are the achievement of all sales targets, follow policies and procedures (OHS and COVID-19, stock, cash, credit vetting etc) and ensure accurate administration and customer satisfaction at all times. The key responsibilities of the role are as follows: - Adhere to **_“The Telkom Way”_** policy to ensure excellent customer...

**Position Summary**: **Industry**:Wholesale & Retail Trade - **Job category**:Retail Operations**Location**:Paarl - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Brand**:Clicks Group**Introduction**: Are you passionate about beauty products and helping people look and feel good? Are you confident to engage and communicate your...